Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 1.5% annually, and are based on the total account value. Fees are automatically deducted from the client's account quarterly or monthly. Financial planning is offered at $250 per hour or a negotiable fixed fee of $1,000 for a financial plan. 401k Pension Consulting has a maximum fee of 1.00%.
Areas of Practice
Advisor Information
Office location
18 N. Harris Street, Bellville, TX, 77418
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monte is an independent insurance agent and involved in estate planning through M.C. Byrd Company. This activity takes about half of his time.